Advocate

How to use the inbox to view and manage case and task notifications.

Understanding the Inbox

What a Case is, the tabs it contains, and how to find and manage Cases in the platform.

Case Management Overview

This article provides an overview of the Compliance Tab in the Advocate Platform, including the key elements that help track a Case's progress toward compliance.

Understanding the Compliance Tab

How Advocate's Market Terminal tracks live insurance pricing and market activity through Rate on Line indices.

Trading Indices

How to use Carrier and Brokerage League Tables to analyze market participation and production.

Understanding and Using League Tables

End-to-end guide to a blanket coverage analysis: uploading an SOV, setting policy parameters, reviewing concentration risk, and exporting the report.

How to Perform a Blanket Coverage Analysis

What Coverage Reports are for, how to generate one from Case Intelligence, and how to read the resulting PDF.

Understanding and Creating a Coverage Report

How perils are assigned to policies, and how peril settings change the fields shown on the Checklist tab.

Understanding Policy Perils

How Risk Profiles determine which compliance requirements apply to a Case, and how Advocate assigns them.

Understanding Risk Profiles

How to manually create a renewal Case for servicing, from Case information through creating policies.

How to Create a New Case for Servicing

How to manually create an origination Case, from Case information through approving policies and converting to renewal.

How to Create a New Case for Origination

How to upload, rename, merge, and associate documents in a Case's Documents tab.

Document Management Overview

This article will explain the information and features available on the Policies tab in the Advocate Platform.

Understanding the Policies Tab

Learn what the AI Case Assistant is and how to use it to get quick answers about a Case's progress, Tasks, and Compliance Status in Advocate.

AI Case Assistant Overview

This article outlines the steps needed to add a user to your Organization and how to provision different access levels to your users. It also outlines how to enable and…

How to Manage Your Organization

This article describes the ongoing cycle a Case moves through once it moves to “Servicing” — processing a renewal term, working revisions with the broker, and approving everything once it’s…

The Lifecycle of a Renewal Case

This article walks through the full path a Case takes in the Advocate Platform — from the moment it’s created through the point it becomes an active “Servicing” case.

The Lifecycle of a New Case

A Collection of Informational Articles Which Outline Various Features in the Platform

Understanding the Advocate Platform

Start Free Trial

Sign In

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.